HBK Sorce Advisory’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,947
-108
| -3% | -$28.8K | 0.03% | 215 |
|
|
2025
Q1 | $1.15M | Sell |
4,055
-25
| -0.6% | -$7.08K | 0.03% | 194 |
|
|
2024
Q4 | $978K | Sell |
4,080
-160
| -4% | -$38.3K | 0.03% | 214 |
|
|
2024
Q3 | $1.08M | Sell |
4,240
-60
| -1% | -$15.2K | 0.03% | 207 |
|
|
2024
Q2 | $893K | Buy |
4,300
+105
| +3% | +$21.8K | 0.03% | 221 |
|
|
2024
Q1 | $868K | Buy |
4,195
+259
| +7% | +$53.6K | 0.03% | 234 |
|
|
2023
Q4 | $627K | Buy |
3,936
+37
| +0.9% | +$5.89K | 0.02% | 276 |
|
|
2023
Q3 | $543K | Buy |
3,899
+544
| +16% | +$75.8K | 0.02% | 293 |
|
|
2023
Q2 | $444K | Buy |
3,355
+1,210
| +56% | +$160K | 0.02% | 357 |
|
|
2023
Q1 | $307K | Buy |
+2,145
| New | +$307K | 0.01% | 427 |
|
|
2014
Q4 | – | Sell |
-8,524
| Closed | -$215K | – | 205 |
|
|
2014
Q3 | $215K | Buy |
8,524
+20
| +0.2% | +$504 | 0.08% | 173 |
|
|
2014
Q2 | $216K | Sell |
8,504
-62
| -0.7% | -$1.58K | 0.08% | 180 |
|
|
2014
Q1 | $207K | Buy |
8,566
+1,084
| +14% | +$26.2K | 0.08% | 180 |
|
|
2013
Q4 | $204K | Sell |
7,482
-708
| -9% | -$19.3K | 0.07% | 175 |
|
|
2013
Q3 | $223K | Buy |
+8,190
| New | +$223K | 0.09% | 153 |
|